Craig Alan Austad

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 12/2024
  Denver Pwm, Llc (Formerly Vista Private Wealth Partners)
  Denver, CO
• 01/2016 → 11/2018
  First Financial Equity Corporation
  Greenwood Village, CO
• 09/2024 → Present
  Savvy
  New York, NY

Previous Registrations

• 2016-01-21 → 2024-12-04
  Denver Pwm, Llc
  Denver, CO
• 2007-01-23 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 2003-04-03 → 2003-09-22
  Equitable Advisors, Llc
  Denver, CO

Other Businesses

(1) Flourish Financial Partners is a DBA that I use to market the investment and financial planning services that I provide. Started in Jan. 2016. I am the Managing Member of Flourish FP, LLC which is an entity for payroll and accounting for the investment and financial planning services offered by me. One hour per month on this activity, not investment related. (2) I hold an insurance license to sell limited insurance products. It is anticipated that a small portion, less than 10%, of my time will be spent providing these services. I may receive compensation from selling insurance products and therefore receive economic benefit for this activity. (3) President of the Tiffany Homeowners Association. Not investment related, and there is no compensation for serving on my community association. Estimate less than 3 hours per month spent on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-29

Designations

• Certified Financial Planner